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John C Baxter

Investment adviser representative at Baxter Investment Management
26 yearsExperience
1 stateRegistered in
$1.2BFirm assets
67 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

26 years in the industry.

  1. Baxter Investment ManagementMar 2000 to now

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (CT).

Baxter Investment Management

Legal name: Baxter Brothers Inc.

$1.2BAssets managed
446Clients
5Advisers
67 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4136822
Firm CRD
106548
Advisor's SEC record (opens in a new tab)
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